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Treatment or consideration in SmartAsset’s profiles. Financial professionals and firms having business relationships with SmartAsset receive no special
New smartasset ttv capital professional#
Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the namedįinancial professional and firm. If you want your profile removed temporarily or permanently, please contact named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. We are unable to make individual profile updates. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. The expertise and experience they offer us is unparalleled," Carvin said about the new additions.The content in this profile was updated by SmartAsset on. "As we continue our growth we’re lucky to have this intelligent and accomplished group of people join us.
In addition to the new funding, it was also announced that the company has three new board members: Andrew Lerner, Managing Partner of IA Capital Group Mark Johnson, Partner at TTV Capital and Thomas Evans, former CEO and Director of Bankrate. Jon Miller, former CEO & Chairman of AOL, has also joined as an advisor.
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SmartAsset provides users free tailored advice and an invaluable foundation for their future financial well-being." Not everyone can afford a financial advisor, and we view spending money to save money as counterproductive. Our goal is to be the resource people instinctively turn to when they’re in need of good financial advice. "We hope our users turn to SmartAsset for all their big financial decisions. In order for us to be the most comprehensive resource we plan to expand into additional verticals this year starting with health and auto," said Carvin. We currently offer advice on home buying, retirement planning, personal and student loans, refinance, and life insurance, among others. "Our goal is to be the go-to resource for advice on all big personal finance decisions. It currently has 35 employees and plans to add people to the team across all departments from product to sales and marketing in the coming year. The company plans to use the funding expand the capability of its Automated Financial Modeling platform, build health and auto advice verticals. SmartAsset currently reaches 40 million people per month, and the company anticipate that the number will "grow exponentially over the next year." Its recently launched publisher solution, Captivate, is used by over 80 partners including CNN and AOL and, places the company's tools in relevant content across partner websites. SmartAsset’s “how much house can I afford” tool takes into account a user’s income, location, savings and monthly debt obligations to offer advice on the amount a user should aim to spend on a house. So, for example, is someone did want to buy a house, they can visit ’s home buying guide and access tools that will help them make the decision. "Whether it’s buying a house, saving for retirement or going back to school, among other decisions, we offer holistic advice that is tailored to the user," said Carvin. The typical user would be, "Anyone who is making a big financial decision," who can then can gain information from the company’s free tools, calculators, advice and interactive infographics. Utilizing over 130 different data sources we power the web’s best advice on topics like home buying, retirement planning, personal and student loans, credit card comparisons, taxes and more," Michael Carvin, CEO and co-founder of SmartAsset, told me. "We offer the web’s best and most comprehensive tools and content to empower financial decision-making. The round was led by IA Capital Group along with "some of the best investors in the space." This round brings its funding to over $20 million.įounded in 2012, the New York City-based SmartAsset offers tools, which are meant to help regular people make better financial decisions.
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Now the company has raised a $12 million Series B funding round, it was announced on Tuesday. It was also the idea behind SmartAsset, which launched with the goal of using technology and data to bring better financial advice to people. That's what led to the Consumer Protection Bureau.
In the wake of the great recession of 2008, there was a lot of talk about making financial information easier for the layperson to understand, rather than allowing banks and lenders to use complex language to confuse them. SmartAsset can help regular people with buying a house, planning retirement or paying for school
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